Institutional Ownership First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 7.52 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
55,223
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
51,633
shares
|
$1.04 Million
0.33% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
50,964
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.16%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50,000
shares
|
$1 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
49,802
shares
|
$999,028
0.0% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
48,901
shares
|
$980,954
0.04% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,694
shares
|
$976,801
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
45,500
shares
|
$912,730
0.24% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
41,611
shares
|
$834,716
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
40,549
shares
|
$813,412
0.03% of portfolio
|
Q4 2024
Reduced 43.55%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
38,925
shares
|
$780,835
0.22% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
37,180
shares
|
$745,830
0.0% of portfolio
|
Q4 2024
Reduced 45.9%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
34,992
shares
|
$701,939
0.02% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,553
shares
|
$693,133
0.03% of portfolio
|
Q4 2024
Added 222.17%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
33,784
shares
|
$677,707
0.08% of portfolio
|
Q1 2025
Reduced 16.32%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
33,495
shares
|
$671,909
0.16% of portfolio
|
Q4 2022
Added 22.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,898
shares
|
$659,933
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
30,245
shares
|
$606,714
0.0% of portfolio
|
Q4 2024
Added 22.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
29,232
shares
|
$586,393
0.04% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
29,000
shares
|
$581,740
0.03% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
27,312
shares
|
$547,878
0.05% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
25,231
shares
|
$506,133
0.29% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
24,418
shares
|
$489,825
0.0% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
24,350
shares
|
$488,460
0.0% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
22,292
shares
|
$447,177
0.0% of portfolio
|
Q4 2024
Reduced 12.65%
|